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2 advisors near New York, NY
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Tassos R
CFA®, Series 63, Series 65
New York, NY
Sophis Investments LLC
Tassos Recachinas is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Sophis Investments LLC since 2008. He is the managing member of Sophis GP LLC, a strategic advisory and consulting firm, and manages Sophis Apizza Partners, a special purpose holding company. Additionally, he is a licensed real estate salesperson in Connecticut and holds officer roles in several early-stage private companies. Sophis Investments provides discretionary portfolio management primarily to individual and high-net-worth investors, as well as trusts, endowments, foundations, and certain businesses. The firm focuses on concentrated, separately managed equity portfolios using a bottom-up fundamental research approach with an emphasis on low turnover and tailored advisory services.
Edward O
Series 63
New York, NY
Sophis Investments LLC
Edward Obrien is a financial advisor at Sophis Investments LLC in New York, NY, with 41 years of industry experience. He holds a Series 63 designation and has worked previously at Alexander Capital, L.P. and M&R Capital Management, Inc. Outside of his advisory role, he is an officer of Edward Obrien LLC, a holding company unrelated to investment activities. Sophis Investments provides discretionary portfolio management to individuals, high-net-worth investors, trusts, endowments, foundations, pooled investment vehicles, and certain businesses. The firm focuses on concentrated, actively managed equity portfolios using a bottom-up fundamental research approach with an emphasis on low turnover and customized client restrictions.
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